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AI Chips & Compute

Latest news, developments and reporting on AI Chips & Compute.

AI Chips & Compute · Companies

Suiyuan Tech's Eight-Year Journey: From AI Chips to 10,000-Card Clusters

Suiyuan Tech pivots to system-level AI computing, releasing a new supernode with ZTE. Its H1 2026 revenue exceeded all of 2025.

Policy & Regulation · AI Chips & Compute

South Korea proposes record 820.9 tln-won 2027 budget to fuel AI, growth

South Korea proposed a record 820.9 tln-won 2027 budget, up 12.8%, including a 162.3 tln-won Future Fund to invest chip-boom windfall in AI.

World · AI Chips & Compute

S. Korea's August Exports Surge 68.7% to US$98.25 Billion on Strong Chip Demand

South Korea's exports jumped 68.7 percent in August to US$98.25 billion, led by a 209 percent surge in semiconductor shipments driven by global AI infrastructure investment, data showed Tuesday.

AI Chips & Compute · Companies

Nvidia invests $3.5B in MediaTek to expand AI chip partnership

Nvidia has bought $3.5 billion in MediaTek convertible bonds as part of an expanded partnership covering AI accelerator design, PC chips and automotive systems.

AI Chips & Compute · Companies · Cybersecurity

U.S. stocks fall on Iran tensions; Nvidia, CrowdStrike gain

Stocks fell Monday on U.S.-Iran strikes and Fed comments; Nvidia and CrowdStrike rose on AI and cybersecurity news.

AI Chips & Compute · Companies · World

Nvidia invests $3.5B in MediaTek to expand custom AI chip ecosystem

Nvidia will invest $3.5 billion in MediaTek, which will adopt Nvidia's NVLink Fusion technology to design custom AI chips for cloud providers, as Nvidia seeks to maintain its data center dominance amid rising custom silicon demand.

Products & Applications · AI Chips & Compute

Nvidia RTX Spark Superchip Debuts for Laptops; Lenovo ThinkPad P16s Gen 4 Reviewed

Nvidia has unveiled RTX Spark, a unified Superchip for laptops, at Computex 2026. TechRadar reviewed Lenovo's ThinkPad P16s Gen 4, a slim AI-capable mobile workstation.

Markets · AI Chips & Compute

Oil Surge, Fed Talk, and OpenAI-Cursor Split Set Market Tone

Oil jumps on U.S.-Iran tensions; Fed comments hit tech stocks; OpenAI splits with Cursor. Markets brace for jobs data.

AI Chips & Compute · Products & Applications

Intel Arc G3 Handhelds Deliver Big Performance Gains, but Come at a Cost

Intel's Arc G3 handhelds show major performance leaps in early benchmarks, but high prices may limit their appeal.

AI Chips & Compute

FanShi and Huawei Forge Strategic Partnership on Ascend 950 AI Chips

FanShi has reached a strategic computing power cooperation with Huawei over the Ascend 950 chip, becoming one of the first AI firms to embrace China's most advanced domestic computing power.

AI Chips & Compute · Companies · Large Language Models

Cadence Executives Say AI Could Halve Chip Design Time, but Full Automation Still Years Away

Cadence executives say AI EDA tools could nearly double chip design efficiency, yet fully automated chip design remains at least five years off due to multi-agent coordination, verification and cost hurdles.

AI Chips & Compute · Companies

OpenAI Buys Tens of Thousands of Macs for AI Training, Challenging Nvidia's Dominance

OpenAI has purchased tens of thousands of Mac minis and Mac Studios to train computer-use agents, fueling a surge in Mac sales and intensifying competition in AI hardware.

Companies · Large Language Models · AI Chips & Compute

ChangXin Sues U.S. DoD; ByteDance Postpones Doubao 2.2; Tesla Launches Cheaper Model 3 in Hong Kong and Macau

On August 30, ChangXin Memory filed a lawsuit against the U.S. Defense Department, ByteDance delayed its Doubao 2.2 model, and Tesla introduced a lower-priced Model 3 in Hong Kong and Macau.

Markets · AI Chips & Compute

Nvidia Reverses Sharply on Friday After Post-Earnings Surge, CNBC Column Points to Fed

Nvidia shares dropped 4.6% Friday after a post-earnings pop. CNBC column points to Fed comments and short-selling pressure.

AI Chips & Compute · Companies

AWS to Add 2 Million Nvidia GPUs as AI Demand Outruns Forecasts

AWS plans to add 2 million Nvidia GPUs between 2027 and 2028, expanding its AI infrastructure partnership and reserving 100,000 chips for government use.

Companies · AI Chips & Compute

Musk's SpaceX Foundry to Cast Gas Turbine Blades Could Speed AI Power, but Pollution Concerns Linger

Elon Musk confirmed SpaceX is building a foundry in Texas to cast gas turbine blades, aiming to accelerate natural gas power for AI data centers by up to 18 months, while raising pollution worries.

AI Chips & Compute

Why the next wave of AI startups won’t optimize infrastructure – until they have to

AI startups should prioritize speed over infrastructure early but preserve flexibility for future cost and edge demands, per SiliconANGLE.

Policy & Regulation · AI Chips & Compute

US Considers New Tariffs on Semiconductors and Tech Hardware

US mulls new tariffs on chips and tech devices, with industry warning costs could derail AI data-center buildout.

AI Chips & Compute

Nvidia’s Strong Earnings Signal Sustained AI Demand, Salesforce Surges

Nvidia beats expectations, signals sustained AI demand; Salesforce surges; Meta settles for $18B.

Robotics · AI Chips & Compute · Large Language Models

AI Meets the Physical World: Neuromorphic Computing, MHS Standard, and Code-as-World Emerge in Same Week

Experts debate neuromorphic computing at WRC 2026; Anthropic launches MHS; MirroS open-sources Code-as-World.

AI Chips & Compute · Companies

Nebius CEO: AI Cloud Providers Shift from GPU Sales to Full-Stack Infrastructure

Nebius CEO says AI cloud moves from GPU sales to full-stack infrastructure, using large bare-metal contracts as financing tools.

Companies · Markets · AI Chips & Compute

Marvell Shares Sink 8% on Underwhelming Outlook Despite Revenue Beat

Marvell Technology shares fell 8% after its raised fiscal 2028 outlook disappointed investors, despite quarterly revenue beating estimates on robust AI chip demand.

AI Chips & Compute · Large Language Models

AI Agents Reshape AI Computing: CPU Demand Surges, Unisound Sees Agent Revenue Jump

AI agents are lifting CPU demand and agent revenue, as Nvidia shows CPU racks and Unisound reports growth.

AI Chips & Compute · Large Language Models · Products & Applications

AI Infrastructure Shifts to Agent-Scale Design

OpenAI published Jalapeño inference chip results, Anthropic extended Claude Code's quota boost, and Cursor rolled out Origin for agent-scale code hosting, reflecting a push toward inference efficiency and long-running AI workloads.